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Tyler-Stone Wealth Management’s Southern Company SO Stock Holding History

Tyler-Stone Wealth Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$330K Sell
3,599
-7
-0.2% -$629 0.05% 252
2025
Q1 		$332K Buy
3,606
+18
+0.5% +$1.56K 0.06% 239
2024
Q4 		$295K Buy
3,588
+2
+0.1% +$175 0.05% 253
2024
Q3 		$323K Buy
3,586
+2,175
+154% +$186K 0.06% 236
2024
Q2 		$109K Hold
1,411
– – 0.05% 274
2024
Q1 		$101K Buy
1,411
+400
+40% +$27.6K 0.04% 275
2023
Q4 		$70.9K Sell
1,011
-100
-9% -$6.87K 0.04% 314
2023
Q3 		$72K Buy
1,111
+397
+56% +$27.6K 0.04% 295
2023
Q2 		$50K Buy
+714
New +$51.2K 0.03% 342
2022
Q4 		$62K Hold
864
– – 0.04% 285
2022
Q3 		$59K Hold
864
– – 0.05% 276
2022
Q2 		$62K Hold
864
– – 0.04% 292
2022
Q1 		$63K Buy
864
+51
+6% +$3.45K 0.03% 311
2021
Q4 		$56K Buy
+813
New +$51.8K 0.03% 339

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tyler-Stone Wealth Management's SO Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Southern Company (SO) stake by 0.19% in Q2 2025, selling an estimated $629 and leaving 3,599 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #252.

Tyler-Stone Wealth Management first reported a position in SO in Q4 2021 and has held it in 14 quarters since. The position peaked at $332K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Tyler-Stone Wealth Management held 3,599 shares of Southern Company worth $330K as of Q2 2025.
  • Tyler-Stone Wealth Management sold 7 Southern Company shares in Q2 2025, an estimated $629.
  • Southern Company made up 0.05% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #252 holding.
  • Tyler-Stone Wealth Management first reported a position in Southern Company in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Southern Company position peaked at $332K in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.